It is our pleasure to present this powerful collection of resources to educate you about how personal finance works in your life.  The library includes our exclusive Newsletters, Brief Focus and Featured Focus planning articles, economic and market data in Quarterly Focus, over 25 helpful calculators, and web links that we consider valuable to our clients.

The most important element of this collection is what you choose—or not choose—to do with them.  As you make use of our library resources and the calculators, we invite you to contact us to discuss what you may uncover.
 
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FREQUENTLY ASKED QUESTIONS.  Click here for answers to the most frequently asked questions about working with us, our philosophy, and approach.
 
 
RECOMMENDED READING.  Reading is one of life’s greatest pleasures.  Through reading and diligent study, we have refined our philosophy of personal finance, from which our clients benefit.

Books for Your Personal Collection
The Science of Getting Rich
Guide to Fair State and Local Taxes (2011)
 

RECOMMENDED VIEWING.  The library includes videos covering a range personal financial management topics, including retirement, investing, risk management, estate planning, and taxes.

 

Social Security Predictor:  The Financial Planning Association engages individuals to understand the issues with Social Security and ways to encourage lawmakers to fix them.  For more information visit the Social Security Predictor.

FPA Social Security

 

 

Lifelong Financial Strategies:   The CFP Board covers some financial planning basics and the Consumer Advocate offers tips and strategies for the five key phases in a person's life.  For more information visit CFP Board and CFP Board Consumer Advocate.

	Are You Working with a Fiduciary	Take Control of Your Financial Future
	The Starting Out Years: 18-25	Know Your Numbers
	The Nesting Years: 25-40	Put Your Mask on First
	The Prime Time Years: 40-55	Wealth Accumulation Years: 55-65
	The Reinvention Years: 60-65+	CFP® Professionals are Uniquely Qualified

 

 

Insurance 101:  These videos by the Life and Health Insurance Foundation for Education help to demystify insurance and quickly provide you with a good understanding of important insurance terms and concepts.  For more information visit LIFE Happens.

	Insurance Fundamentals 101	Auto Insurance 101
	Disability Insurance 101	Health Insurance 101
	Homeowners Insurance 101	Life Insurance 101
	Long-Term Care Insurance 101